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iShares Russell 1000 Value ETF
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Overview Fund Activity

998 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 323 increasing their positions, 391 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+13
Holders Change %
+1.32%
% of All Funds
20.19%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
1.44%
New
83
Increased
323
Reduced
391
Closed
60
Calls
$91M
Puts
$439M
Net Calls
-$348M
Net Calls Change
-$311M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$137M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$82.1M
4
Goldman Sachs
Goldman Sachs
New York
+$65.7M
5
UBS Group
UBS Group
Switzerland
+$61.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$135M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$81.5M
3
JRP
Jasper Ridge Partners
California
-$73.9M
4
Stifel Financial
Stifel Financial
Missouri
-$67.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
526
Financial Insights
Washington
$807K -$503K -4,261 -38%
AWS
527
AJ Wealth Strategies
New York
$806K -$186K -1,570 -19%
Wealth Enhancement Advisory Services
528
Wealth Enhancement Advisory Services
Minnesota
$805K -$105K -848 -12%
LCM
529
Logan Capital Management
Pennsylvania
$801K -$78.5K -665 -9%
MIAS
530
Mason Investment Advisory Services
Virginia
$793K – – –
JFA
531
Johanson Financial Advisors
California
$791K +$4.83K +40 +0.6%
AAM
532
Autus Asset Management
Arizona
$789K -$7.68K -65 -1%
BMCM
533
Bryn Mawr Capital Management
Pennsylvania
$789K +$49.3K +417 +7%
GC
534
Grimes & Company
Massachusetts
$788K +$8.39K +71 +1%
FANJ
535
Financial Architects (New Jersey)
New Jersey
$784K -$5.44K -46 -0.7%
PA
536
Pinnacle Associates
New York
$782K -$40.8K -345 -5%
FBA
537
Front Barnett Associates
Illinois
$776K +$13.6K +115 +2%
KTC
538
Kistler-Tiffany Companies
Pennsylvania
$774K +$4.96K +42 +0.6%
CTC
539
Central Trust Company
Missouri
$767K -$27.1K -229 -3%
HA
540
Harborview Advisors
Maine
$757K +$3.66K +31 +0.5%
PA
541
Paracle Advisors
Washington
$756K +$8.86K +75 +1%
AWA
542
Arete Wealth Advisors
Illinois
$752K +$90.7K +764 +14%
NA
543
NewEdge Advisors
Louisiana
$748K +$590 +5 +0.1%
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$743K -$24.9K -211 -3%
BTW
545
Boston Trust Walden
Massachusetts
$740K – – –
MMA
546
Miracle Mile Advisors
California
$734K – – –
VC
547
Veracity Capital
Georgia
$728K -$58K -492 -7%
WR
548
Watson Rebecca
$724K -$102K -865 -12%
AG
549
Appleton Group
Wisconsin
$722K +$29.9K +253 +4%
CWA
550
Core Wealth Advisors
Florida
$715K -$68K -576 -9%
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